Tax, Estate

6 days ago


Portland, Oregon, United States Geffen Mesher & Company PC Full time
About Geffen Mesher & Company PC

Geffen Mesher & Company PC is a leading accounting firm in Portland, OR, with a rich history of over 90 years. We pride ourselves on our client-centric approach and commitment to our team members.

Job Summary

We are seeking a highly skilled Tax, Estate & Trust Manager to join our team. The successful candidate will assist clients in identifying, developing, and implementing estate, gift & trust tax planning strategies to minimize transfer taxes and maximize wealth accumulation and equitable asset distribution.

Key Responsibilities
  • Analyze estate planning documents, including wills, codicils, and trust instruments, to identify opportunities for tax savings.
  • Prepare and review gift tax returns, focusing on complex trusts and charitable giving strategies.
  • Develop and implement fiduciary accounting plans to ensure accurate and timely reporting.
  • Collaborate with estate attorneys to provide comprehensive estate planning services.
  • Engage in special projects related to tax accounting, consulting, and research to stay up-to-date on industry developments.
  • Supervise and complete complex engagements, ensuring high-quality results and exceptional client service.
  • Stay current on tax changes and issues affecting clients, providing expert guidance and recommendations.
Requirements
  • Bachelor's degree in business, accounting, or a related field.
  • At least 5 years of experience in fiduciary preparation, preferably with a certified public accounting firm.
  • Certified Public Accountant (CPA) or in the process of becoming one.
  • Strong background in working with high-net worth individuals, family organizations, and closely held entities in the estate, trust, and gift tax arena.
  • Excellent written and verbal communication skills.
  • Proficient in MS Office technology suite.
Why Choose Geffen Mesher & Company PC?

We offer a comprehensive benefit package, including a generous 401k and profit-sharing plan, 100% coverage of individual monthly medical premium costs, and paid parental leave. Our team is committed to providing a supportive and inclusive culture, with opportunities for growth and development.

We are an equal employment opportunity employer, committed to diversity, equity, and inclusion. We strive to create a workplace where everyone feels valued and respected.



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